Our service offering & pricing

A quick look at the different relationships and packages we offer:

Tax planning & strategy
• Tax plan for current year & beyond
• Deduction review & strategy planning
• Legal entity optimization
• Tax-minimizing retirement strategies
• Insurance review
• TCJA, FFCRA, CARES review
• IRS & court case references
Starting at $3,500 one-time fee
Tax planning & strategy
+ Implementation
• Deduction review & strategy planning
• Legal entity optimization
• Tax-minimizing retirement strategies
• Insurance review
• TCJA, FFCRA, CARES review
• IRS & court case references
+ Core strategy implementation
Starting at $5,500 one-time fee
Tax planning & strategy
+ Implementation
+ Individual Tax Prep
+ Business Tax Prep
+ Estimated Tax Calculations
+ 1:1 Tax Strategy Reviews
• Everything in core packages + ongoing assistance, strategy, and implementation
Starting at $2,750/quarter
Becoming a client

A simple 3-step onboarding process